Virtual Assistant Onboarding Checklist

1. Pre-Onboarding

• Sign contract agreement
• Provide personal documentation
• Receive client introduction/welcome email

2. Access & Tools Setup

• Create company email account
• Grant access to project management tools
• Grant access to shared cloud drives
• Set up communication tools (chat/video)
• Add to calendar scheduling system

3. Training & Guidelines

• Review company policies and procedures
• Provide training materials and resources
• Introduce main contacts and teams

4. Tasks & Responsibilities

• Clarify daily and weekly tasks
• Assign first set of activities/projects
• Set clear communication expectations
• Outline reporting structure

5. Feedback & Check-in

• Schedule initial check-in meeting
• Provide support/resources contacts
• Gather questions or concerns

Notes